AI TOOL PROFILE
Productive: AI Call Recording and CRM Logging
- Productivity
- Meeting Assistant
- Real estate professionals
- Sales and account representatives
- Recruiters
- Medical professionals
- Financial and mortgage brokers
- Small business owners
Pricing
Plans start at $25/month for the Personal tier, with a Professional tier at $34/month that includes CRM integration. A 14-day free trial is available with no credit card required.
At a glance
- Best for
- Real estate professionals, Sales and account representatives, Recruiters, Medical professionals, Financial and mortgage brokers
- Key use cases
- CRM Data Entry Automation, Lead Management, Post-Call Task Tracking, Conversation Reference
- Integrations
- Salesforce, HubSpot, ActiveCampaign, Pipedrive, Zoho
- Official website
- Visit Productive official website
How AI is used
Productive is an AI-powered assistant designed for professionals who spend significant time on cell phone calls. The tool works with your existing mobile number to record and transcribe conversations, which may help reduce the need for manual note-taking during calls.
It is designed for users in fields such as real estate, sales, medical, and recruiting. The software supports the generation of notes, tasks, and calendar events based on the content of the calls, which can then be synced to various CRM platforms.
Buyers should confirm that their mobile carrier is supported and that they are operating within the US or Canada, as the service is currently limited to these regions. Additionally, users should review local call recording laws to ensure compliance when using the recording features.
Key Features
Call Recording and Transcription
Records phone calls and provides text transcriptions for reference.
Automated Note Generation
Uses AI to generate summaries, notes, and identify tasks from call content.
CRM Integration
Logs call activities, notes, and transcriptions into connected CRM systems.
In-Call Voice Notes
Supports dictating discrete notes during a live call that the other party cannot hear.
Enhanced Caller ID
Provides a view of notes and call history before the user answers an incoming call.
Custom Call Greetings
Supports the creation of custom greetings for incoming callers.
Use Cases
CRM Data Entry Automation
Logging call details and transcriptions into a CRM to reduce manual entry after a conversation.
Lead Management
Creating new leads and contacts in a CRM from a cell phone call event.
Post-Call Task Tracking
Identifying follow-up duties and calendar invites from call transcripts.
Conversation Reference
Reviewing call recordings and searching transcripts by keyword to recall specific client details.
Integrations
- Salesforce
- HubSpot
- ActiveCampaign
- Pipedrive
- Zoho
- KW Command
- KVcore
- Wise Agent
- Gong
- Salesloft
- Follow Up Boss
- Outreach
- Gmail
- Procore
FAQ
Does Productive work with my current phone number?
- Yes, Productive is designed to work with your existing mobile number so you do not need to provide a new number to your contacts.
Which CRM platforms does Productive integrate with?
- It integrates with several platforms including Salesforce, HubSpot, Zoho, Pipedrive, and real estate specific tools like KW Command and KVcore.
Is there a free trial available?
- Productive offers a 14-day free trial that does not require a credit card to start.
What are the pricing options?
- The Personal plan is $25/month and the Professional plan is $34/month; annual billing options are available for a discount.
Source category: Productivity
Source subcategory: Meeting Assistant
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